WealthPLAN Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,206	Closed	-$205K	–	330
2023 Q3	$205K	Hold	4,206	–	–	0.02%	298
2023 Q2	$213K	Sell	4,206 -888	-17%	-$45.1K	0.03%	285
2023 Q1	$261K	Buy	5,094 +643	+14%	+$32.6K	0.03%	269
2022 Q4	$225K	Buy	+4,451	New	+$218K	0.02%	357
2022 Q1	$535K	Buy	10,253 +1,179	+13%	+$66.8K	0.04%	242
2021 Q4	$525K	Hold	9,074	–	–	0.03%	247
2021 Q3	$539K	Sell	9,074 -423	-4%	-$25.7K	0.04%	243
2021 Q2	$575K	Hold	9,497	–	–	0.04%	213
2021 Q1	$567K	Hold	9,497	–	–	0.04%	207
2020 Q4	$582K	Hold	9,497	–	–	0.05%	197
2020 Q3	$579K	Buy	9,497 +691	+8%	+$42.1K	0.06%	181
2020 Q2	$537K	Buy	+8,806	New	+$513K	0.06%	178
2016 Q3	$116K	Sell	2,092 -3,954	-65%	-$220K	0.04%	215
2016 Q2	$17.1K	Buy	+6,046	New	+$333K	﹤0.01%	1488
2015 Q4	$13.6K	Buy	+2,906	New	+$157K	﹤0.01%	1056
2015 Q2	–	Sell	-758	Closed	-$42K	–	472
2015 Q1	$42K	Buy	+758	New	+$41.8K	0.02%	254